Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,712 institutions that hold shares in the stock, with a total of 95.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$38.1 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
197,507
shares
|
$36.7 Million
1.38% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$35.7 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$35.7 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$34.8 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
184,376
shares
|
$34.2 Million
1.01% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
183,032
shares
|
$34 Million
4.38% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
181,389
shares
|
$33.7 Million
0.09% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
181,253
shares
|
$33.6 Million
0.31% of portfolio
|
Q4 2024
Added 1545.51%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
180,243
shares
|
$33.4 Million
15.12% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
178,165
shares
|
$33.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
172,974
shares
|
$32.1 Million
1.39% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
171,840
shares
|
$31.9 Million
0.34% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
164,981
shares
|
$30.6 Million
4.18% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
161,624
shares
|
$30 Million
0.06% of portfolio
|
Q4 2024
Added 69.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
153,082
shares
|
$28.4 Million
0.06% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$27.6 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
147,464
shares
|
$27.4 Million
4.22% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
142,408
shares
|
$26.4 Million
9.38% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
140,913
shares
|
$26.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
140,899
shares
|
$26.1 Million
0.11% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
140,799
shares
|
$26.1 Million
3.28% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
140,785
shares
|
$26.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
137,332
shares
|
$25.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
137,007
shares
|
$25.4 Million
5.44% of portfolio
|
Q1 2025
Added 5.28%
|